SWP Financial’s Trimble TRMB Stock Holding History

SWP Financial’s Portfolio TRMB Stock Details TRMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$510K	Buy	8,931 +18	+0.2%	+$1.02K	0.24%	47
2026 Q2	$456K	Buy	8,913 +4	+0%	+$236	0.21%	49
2026 Q1	$581K	Hold	8,909	–	–	0.3%	41
2025 Q4	$698K	Hold	8,909	–	–	0.35%	41
2025 Q3	$727K	Hold	8,909	–	–	0.37%	41
2025 Q2	$677K	Hold	8,909	–	–	0.37%	42
2025 Q1	$585K	Hold	8,909	–	–	0.36%	41
2024 Q4	$630K	Hold	8,909	–	–	0.38%	39
2024 Q3	$553K	Hold	8,909	–	–	0.34%	29
2024 Q2	$498K	Hold	8,909	–	–	0.33%	27
2024 Q1	$573K	Buy	+8,909	New	+$508K	0.4%	25

Other funds holding TRMB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

SWP Financial's TRMB Position: Q3 2026 in Review

SWP Financial increased its Trimble (TRMB) stake by 0.2% in Q3 2026, buying an estimated $1.02K and bringing the position to 8,931 shares worth $510K. The position accounts for 0.24% of the portfolio, ranked #47.

SWP Financial first reported a position in TRMB in Q1 2024 and has held it in 11 quarters since. The position peaked at $727K in Q3 2025. 338 funds tracked by Wall St. Rank hold TRMB as of Q3 2026.

SWP Financial held 8,931 shares of Trimble worth $510K as of Q3 2026.
SWP Financial bought 18 Trimble shares in Q3 2026, an estimated $1.02K.
Trimble made up 0.24% of SWP Financial's portfolio in Q3 2026, its #47 holding.
SWP Financial first reported a position in Trimble in Q1 2024 and has held it in 11 quarters since.
SWP Financial's Trimble position peaked at $727K in Q3 2025.
338 funds tracked by Wall St. Rank held Trimble as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.